Broadcom Inc.
AVGO- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001730168
In the last 90 days, Broadcom Inc. insiders filed 0 open-market purchases and 4 sales; 4,854 institutions reported holding it in 13F filings for Q2 2026, worth $1.40T in total; 7 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q4 2021
Institutional positions in Broadcom Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,026
- +304 vs. Q3 2021
- Shares held
- 333.9M
- +222.4K (+0.1%) vs. Q3 2021
- Total value
- $222.0B
- +$60.2B (+37.2%) vs. Q3 2021
- New holders
- 375
- 805 more added
- Sold out
- 71
- 629 more reduced
35 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $207.4B |
| Q4 2021 | 2,026 | $222.0B |
| Q3 2021 | 1,757 | $162.1B |
| Q2 2021 | 1,723 | $159.3B |
| Q1 2021 | 1,691 | $156.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 65 | $43.0K | 0.02% | +10+18.2% | Added |
| First Community Trust NA | 65 | $43.3K | 0.04% | +65 | New |
| Vigilant Capital Management, LLC | 66 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $47.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 72 | $48.0K | 0.00% | −3−4.0% | Reduced |
| Retirement Group, LLC | 163 | $48.0K | 0.02% | +30+22.6% | Added |
| City Holding Co | 85 | $50.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 75 | $50.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $50.0K | 0.07% | +75 | New |
| Winch Advisory Services, LLC | 77 | $51.0K | 0.02% | +1+1.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 76 | $51.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 78 | $52.0K | 0.01% | +78 | New |
| Disciplined Investments, LLC | 80 | $53.0K | 0.02% | +80 | New |
| Atlas Capital Advisors LLC | 81 | $53.9K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 85 | $56.0K | 0.07% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 85 | $57.0K | 0.05% | +85 | New |
| Carmichael Hill & Associates, Inc. | 90 | $60.0K | 0.03% | +20+28.6% | Added |
| Heritage Wealth Advisors | 92 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 93 | $62.0K | 0.02% | +24+34.8% | Added |
| Turim 21 Investimentos Ltda. | 94 | $63.0K | 0.03% | +94 | New |
| Canton Hathaway, LLC | 99 | $66.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $66.5K | 0.06% | +100 | New |
| First Financial Corp | 100 | $67.0K | 0.04% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $67.0K | 0.04% | 00.0% | Unchanged |
| Park Circle Co | 100 | $67.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 101 | $67.0K | 0.00% | +22+27.8% | Added |
| Tyler-Stone Wealth Management | 100 | $67.0K | 0.04% | +100 | New |
| JJJ Advisors Inc. | 104 | $69.0K | 0.02% | +38+57.6% | Added |
| Future Financial Wealth Managment LLC | 104 | $69.0K | 0.06% | +104 | New |
| MD Financial Management Inc. | 108 | $72.0K | 0.00% | +108 | New |
| Tradewinds Capital Management, LLC | 110 | $73.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 110 | $73.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 111 | $74.0K | 0.02% | +38+52.1% | Added |
| McIlrath & Eck, LLC | 112 | $75.0K | 0.02% | −33−22.8% | Reduced |
| Paragon Capital Management Ltd | 119 | $79.0K | 0.01% | +119 | New |
| Perkins Coie Trust Co | 121 | $81.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 124 | $83.0K | 0.02% | +20+19.2% | Added |
| MV Capital Management, Inc. | 126 | $84.0K | 0.01% | +22+21.2% | Added |
| Crewe Advisors LLC | 126 | $84.0K | 0.02% | +104+472.7% | Added |
| Solstein Capital, LLC | 128 | $85.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 134 | $89.0K | 0.01% | −19−12.4% | Reduced |
| Aspire Private Capital, LLC | 134 | $89.0K | 0.03% | +22+19.6% | Added |
| Private Ocean, LLC | 138 | $92.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 140 | $93.0K | 0.00% | +40+40.0% | Added |
| Gables Capital Management Inc. | 149 | $99.0K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 150 | $100.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 150 | $100.0K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 152 | $101.0K | 0.01% | +152 | New |
| Arlington Partners LLC | 155 | $103.0K | 0.03% | +155 | New |
| Bell Investment Advisors, Inc | 165 | $110.0K | 0.03% | +4+2.5% | Added |
| High Net Worth Advisory Group LLC | 168 | $112.0K | 0.04% | +168 | New |
| Kozak & Associates, Inc. | 192 | $113.0K | 0.07% | −14−6.8% | Reduced |
| Old North State Trust, LLC | 177 | $118.0K | 0.08% | +132+293.3% | Added |
| Brown, Lisle/Cummings, Inc. | 180 | $119.8K | 0.06% | +180 | New |
| Earnest Partners LLC | 186 | $124.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 191 | $127.0K | 0.02% | +40+26.5% | Added |
| Seldon Capital LP | 192 | $128.0K | 0.08% | +192 | New |
| CWA Asset Management Group, LLC | 194 | $129.0K | 0.01% | +194 | New |
| WD Rutherford LLC | 195 | $130.0K | 0.07% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 195 | $130.0K | 0.07% | +195 | New |
| Maryland Capital Advisors Inc. | 195 | $130.0K | 0.11% | +195 | New |
| Close Asset Management Ltd | 200 | $133.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 200 | $133.0K | 0.02% | +193+2,757.1% | Added |
| Ellevest, Inc. | 201 | $134.0K | 0.01% | −6−2.9% | Reduced |
| RWM Asset Management, LLC | 201 | $134.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 203 | $135.0K | 0.06% | +76+59.8% | Added |
| Curi Capital | 206 | $137.0K | 0.02% | +206 | New |
| Clearview Wealth Advisors LLC | 207 | $138.0K | 0.08% | −20−8.8% | Reduced |
| Garde Capital, Inc. | 208 | $138.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 210 | $140.0K | 0.07% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 212 | $141.0K | 0.10% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 215 | $143.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 215 | $143.0K | 1.27% | +215 | New |
| Northwest Investment Counselors, LLC | 222 | $148.0K | 0.04% | +222 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 226 | $150.0K | 0.05% | +226 | New |
| First Command Bank | 312 | $151.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 231 | $154.0K | 0.04% | +1+0.4% | Added |
| Byrne Asset Management LLC | 240 | $160.0K | 0.10% | +240 | New |
| Tarbox Family Office, Inc. | 248 | $165.0K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 250 | $166.0K | 0.08% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 251 | $167.0K | 0.00% | −31−11.0% | Reduced |
| Itau Unibanco Holding S.A. | 254 | $169.0K | 0.01% | +254 | New |
| Covestor Ltd | 268 | $178.0K | 0.25% | +268 | New |
| LeJeune Puetz Investment Counsel LLC | 271 | $180.0K | 0.06% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 280 | $186.0K | 0.06% | +280 | New |
| Eagle Bay Advisors LLC | 281 | $187.0K | 0.12% | −205−42.2% | Reduced |
| Exchange Traded Concepts, LLC | 284 | $189.0K | 0.00% | +10+3.6% | Added |
| Capital Advisors, Ltd. LLC | 285 | $190.0K | 0.03% | +73+34.4% | Added |
| C M Bidwell & Associates Ltd | 291 | $194.0K | 0.12% | −20−6.4% | Reduced |
| Hudock, Inc. | 296 | $197.0K | 0.06% | −23−7.2% | Reduced |
| Pinnacle Bancorp, Inc. | 296 | $197.0K | 0.07% | −4−1.3% | Reduced |
| Caas Capital Management LP | 296 | $197.0K | 0.02% | +296 | New |
| Blume Capital Management, Inc. | 300 | $200.0K | 0.07% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 300 | $200.0K | 0.05% | +300 | New |
| Hexagon Capital Partners LLC | 302 | $201.0K | 0.05% | +172+132.3% | Added |
| Blackhawk Capital Partners LLC. | 303 | $202.0K | 0.12% | +303 | New |
| Brookmont Capital Management | 307 | $204.0K | 0.11% | +307 | New |
| Executive Wealth Management, LLC | 307 | $204.0K | 0.02% | +307 | New |
| Strategic Wealth Designers | 307 | $204.0K | 0.05% | +307 | New |
| Emfo, LLC | 310 | $206.0K | 0.18% | 00.0% | Unchanged |